I'm Baaaaaaaaackkkkkk - Hot Takes From January
Readers can expect an engaging and insightful breakdown of recent developments and hot topics in the world of commerce and technology. From the latest moves by industry giants like Shopify, Amazon, and Walmart to the struggles and triumphs of retail titans such as H&M and Macy's, this article offers a comprehensive overview of the ever-evolving landscape.
Instacart Sets Price for IPO: $9B Midpoint Valuation: Too Low?
In this article, we delve into Instacart's upcoming IPO and compare it to Doordash, analyzing revenue projections and market cap multiples. We explore the factors influencing Instacart's valuation and address concerns such as revenue concentration and increasing competition. Discover the key differences between these tech giants and what the cautious market sentiment means for investors.
Walmart Smashes Q2 2024 Earnings: Gaining Share in Grocery, Huge Tailwinds Across the Business
Discover how Walmart secured a strong foothold in the grocery sector, explore the performance highlights across their diverse business segments, and unravel the pivotal role of e-commerce and advertising. Get insights into consumer trends, investor expectations, and the competitive landscape, with a spotlight on the grocery market.
Walmart Slow-Follower Approach to Amazon Takes Another Step with Walmart Business
Walmart launching a program for small businesses and non-profits really tells me one thing. They plan to use this program to take share from Staples, Office Depot, Amazon Business, and Costco. It could work.